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Planning e-mail integration

[Applies to: Microsoft Dynamics CRM 4.0]

To use the Microsoft Dynamics CRM e-mail routing and tracking features, you must use one or both of the following software components to integrate your e-mail system with your Microsoft Dynamics CRM deployment:

  • The E-mail Router provides centrally managed e-mail routing for users, queues, and forward mailboxes. This is frequently the better option for On-Premise and Partner-Hosted Microsoft Dynamics CRM deployments. With this method, e-mail is routed to Microsoft Dynamics CRM regardless of whether the recipient is logged on.
  • Microsoft Dynamics CRM for Microsoft Office Outlook provides e-mail routing capabilities on a single user basis. This does not require the E-mail Router, and is frequently the better option for smaller organizations that do not have full-time IT staff, or for organizations that use Microsoft Dynamics CRM Online. With this method, the actual e-mail routing for each user occurs only while the user is logged on. If Outlook is not running, e-mail messages remain in the queue and will not be processed until Outlook is started again.

    Important

    If your organization uses e-mail queues, you must use the E-mail Router. Queues are not supported by using Microsoft Dynamics CRM for Outlook.

    Microsoft Dynamics CRM Server can operate without Exchange Server or a POP3 server. However, you will not have Microsoft Dynamics CRM incoming e-mail capabilities. Also, Microsoft Dynamics CRM Server can operate without an SMTP server. However, you will not have Microsoft Dynamics CRM outgoing e-mail capabilities.

Depending on your requirements, you may want to implement a solution that uses both the E-mail Router and Microsoft Dynamics CRM for Outlook. For example, if your Microsoft Dynamics CRM deployment hosts multiple organizations, or a single organization that has users who have varying needs, you might want to configure some users for the Microsoft Dynamics CRM for Outlook e-mail routing method, and configure other users and queues for the E-mail Router. For more information, see What's New in Microsoft Dynamics CRM 4.0 E-mail Integration and Microsoft Dynamics CRM 4.0 E-mail Integration Overview.

For more information, see:

Microsoft Dynamics CRM E-mail Router

Additional resources for E-mail Router

Additional resources for Exchange Server


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